I have a formula I am struggling with. It'd be so much easier with filters except the primary condition I need met is evaluating if a date field has changed.
At this point I'm not sure if I just can't combine AND/OR formulas in this way, if I'm trying too many conditions, or if the syntax is wrong.
Basically what I am looking for is a workflow that fires if a date field has been changed IF certain criteria are met which are below:
Lookup Field = X
AND
Picklist Field = "X" OR "Y"
AND
Date Field = Changed
Below is the formula I have been trying to work out. Program is the lookup field, "Original_Admission_Program_or_Move__c" is the picklist field and "Date_Admitted_to_Program__c" is of course the date field.
Help? Is this possible? If so, can you help me fix the syntax?
It finally took adding the "AND" to the front of the OR statement to not have errors in the formula but I just tested it and it did not work.
AND(OR(ISPICKVAL( Original_Admission_Program_or_Move__c, "Initial Program Placement"),
ISPICKVAL(Original_Admission_Program_or_Move__c, "Move to New Program")),
AND(ISCHANGED( Date_Admitted_to_Program__c ),
Program__c = "Cooperative Living")
)
Help??
Thank you!
I think you're gonna have to use the Insert Field button to get the API Field Name (not the Lookup field) that holds the value "Cooperative Living" you use a formula like this:
AND(
Program__c.API_Field_Name = "Cooperative Living",
ISCHANGED( Date_Admitted_to_Program__c ),
OR(
TEXT( Original_Admission_Program_or_Move__c ) = "Initial Program Placement",
TEXT(Original_Admission_Program_or_Move__c) = "Move to New Program"))
